FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.64M
3
+$5.99M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.49M
5
LYB icon
LyondellBasell Industries
LYB
+$4.77M

Top Sells

1
+$7.82M
2
+$5.33M
3
+$4.15M
4
HAL icon
Halliburton
HAL
+$3.01M
5
DD
Du Pont De Nemours E I
DD
+$2.67M

Sector Composition

1 Industrials 29.08%
2 Financials 9.82%
3 Technology 9.08%
4 Healthcare 7.95%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$343K 0.02%
8,144
-34
277
$338K 0.02%
5,188
-782
278
$335K 0.02%
13,800
+2,260
279
$335K 0.02%
10,426
-80
280
$334K 0.02%
+29,900
281
$332K 0.02%
3,360
-574
282
$330K 0.02%
52,358
283
$325K 0.02%
6,937
+1
284
$325K 0.02%
+2,853
285
$324K 0.02%
14,475
286
$324K 0.02%
7,217
-1,994
287
$322K 0.02%
12,214
-15
288
$319K 0.02%
21,000
-1,360
289
$316K 0.02%
12,298
-2,696
290
$316K 0.02%
4,282
+207
291
$315K 0.02%
5,937
+8
292
$312K 0.02%
1,366
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293
$308K 0.02%
+7,819
294
$307K 0.02%
+24,791
295
$303K 0.02%
3,972
-100
296
$300K 0.02%
2,268
+92
297
$299K 0.02%
2,410
298
$299K 0.02%
6,654
-298
299
$299K 0.02%
4,567
-211
300
$295K 0.02%
2,699
10 11
12
13 14